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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

627 hedge funds and large institutions have $4.71B invested in Schwab US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 502 increasing their positions, 20 reducing their positions, and 44 closing their positions.

Holders
627
Holders Change
+42
Holders Change %
+7.18%
% of All Funds
8.35%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.76%
New
99
Increased
502
Reduced
20
Closed
44
Calls
$5K
Puts
$34K
Net Calls
-$29K
Net Calls Change
-$34K

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$988M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$266M
3
Ameriprise
3
Ameriprise
Minnesota
$196M
4
RIM
4
Rockbridge Investment Management
New York
$142M
5
APP
5
Avantax Planning Partners
Iowa
$148M

Top Sellers

1
MAG
1
Members Advisory Group
New York
$0
2
GS
2
GTS Securities
New York
$0
3
EFG
3
Ethos Financial Group
Pennsylvania
$715K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
CCM
5
Crabel Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$988M 43,522 +16,486 +61%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$266M 11,720,512 +5,390,455 +85%
Ameriprise
3
Ameriprise
Minnesota
$196M 8,631,799 +4,481,369 +108%
APP
4
Avantax Planning Partners
Iowa
$148M 6,511,229 +3,375,950 +108%
RIM
5
Rockbridge Investment Management
New York
$142M 6,270,198 +3,421,595 +120%
CST
6
Charles Schwab Trust
Nevada
$134M 5,898,795 +2,998,174 +103%
Financial Engines Advisors
7
Financial Engines Advisors
California
$115M 5,070,153 +2,545,098 +101%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$100M 4,412,953 +2,365,367 +116%
OIA
9
OneDigital Investment Advisors
Kansas
$96.4M 4,245,657 +2,591,040 +157%
Goldman Sachs
10
Goldman Sachs
New York
$91.5M 4,029,490 +2,396,423 +147%
TWP
11
Total Wealth Planning
Ohio
$81M 3,569,169 +1,900,153 +114%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$78M 3,436,591 +1,704,343 +98%
HighTower Advisors
13
HighTower Advisors
Illinois
$70.2M 3,091,537 +1,636,645 +112%
ML
14
McAdam LLC
Pennsylvania
$62.8M 2,768,143 +1,344,215 +94%
KBFS
15
Kohmann Bosshard Financial Services
Ohio
$56.2M 2,474,865 +1,317,559 +114%
DWM
16
Destination Wealth Management
California
$54.9M 2,419,062 +1,362,015 +129%
HCM
17
Hengehold Capital Management
Ohio
$47.4M 2,088,600 +1,089,385 +109%
Mariner
18
Mariner
Kansas
$47.2M 2,079,620 +1,118,867 +116%
BWA
19
BlueSky Wealth Advisors
North Carolina
$46.3M 2,041,533 +1,045,592 +105%
Bank of America
20
Bank of America
North Carolina
$43.3M 1,908,363 +1,386,958 +266%
HGWM
21
Horst & Graben Wealth Management
Oregon
$34.7M 1,528,884 +822,470 +116%
TF
22
Theory Financial
Colorado
$30.1M 1,326,998 +77,005 +6%
BTI
23
Blue Trust Inc
Georgia
$29.1M 1,280,939 +829,751 +184%
FLA
24
Financial Life Advisors
Texas
$27.8M 1,223,571 +648,723 +113%
Morgan Stanley
25
Morgan Stanley
New York
$27.5M 1,210,791 +669,650 +124%
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